Blog

The Biden-Harris Administration: What We Think We Know; What We Need to Know

Nov 24, 2020
Certain policies have been laid out by the new administration that we can expect Serious problems lie ahead that no […]

Alternative Investments That Protect U.S. Investors When the Stock Market Bubble Bursts

Nov 16, 2020
We believe US stock and bond markets are currently grossly overpriced, and their bubbles are about to burst Alternatives to […]

The Best Investment Strategy for IRAs

Nov 2, 2020
IRAs are invested 60/40 in stocks/bonds regardless of age and individual needs. A better approach is to follow a target […]

A Stimulating Conversation of the Economy and Stock Market

Oct 22, 2020
The stock market soars on stimulus announcements because – hey, free money – but where’s the money tree? The US […]

If COVID Won’t Pop the Stock Market Bubble, What Will?

Oct 19, 2020
As usual, when stock market bubbles inflate, there are plenty of rationalizations for not worrying about them. Investors believe the […]

The Stock Market Will Reconnect with the Direction of the Economy. Then what?

Oct 5, 2020
There are two reasons why the stock market is disconnected from the economy. Both have huge price tags. Ideally, the […]

The Economy is Suffering a Stroke, not Sniffles. Expensive Federal Relief Medicine is Placebo.

Sep 21, 2020
There is currently a huge unparalleled disconnect between the economy and the stock market. Federal intervention is one of the […]

Will We See a “September Effect” in 2020?

Sep 10, 2020
As is discussed almost every year, September has historically been the most disappointing month for the US stock market So […]

Pandemic Heightens Concerns About Target Date Fund Risk: Most Are More than 85% in Risky Assets at Their Target Date

Sep 7, 2020
Target date funds (TDFs)  have grown tenfold since 2008, when they lost 30%, from $200 billion to $2.5 trillion. Recent […]

Baby Boomers Should not “Stay the Course” Because Most Are on the Wrong Course

Aug 17, 2020
The standard advice in market corrections like the one in the first quarter of 2020 is to “Stay the Course” […]

70 Years of Investment Management Innovations

Aug 3, 2020
Investment management has a long history that has been marked by innovations occurring about every ten years as shown in […]

Can Investor Sentiment and the Fed Propel the Stock Market?

Aug 3, 2020
The last two months serve as a classic example of how compounding works. The stock market was down 30% in […]